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Focused investors/Triple Frond Partners

Triple Frond Partners

As of Q1 2026, this manager reported 12 long-equity positions worth $962.9M in aggregate.

As of Q1 2026, Triple Frond Partners's Triple Frond Partners held 12 long-equity positions with a reported value of $962.9M.

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Reported portfolio value

This chart traces the total value of the manager’s reported 13F equity holdings quarter by quarter, so you can see how their book has grown or shrunk over time.

Latest: $962.9M
Peak: $1.18B (Q3 2020)
Positions: 12
Reported portfolio value by quarterQuarterly total reported 13F value for this manager.$0$500M$1B$1.5B$2B2009201220152018202020232026PeriodReported value
Quarterly rows

This table lists every reported quarter for the manager, showing the total reported value and the number of positions in each one, so you can track the full filing history at a glance.

PeriodFiledHoldingsTotal valueDelta value
Q1 20262026-03-3112$962.9M+$720K(+0.1%)
Q4 20252025-12-3112$962.18M+$44.21M(+4.8%)
Q3 20252025-09-3011$917.97M+$347.19M(+60.8%)
Q2 20252025-06-3010$570.78M-$169.17M(-22.9%)
Q1 20252025-03-3110$739.95M-$32.53M(-4.2%)
Q4 20242024-12-319$772.47M-$382K(-0.0%)
Q3 20242024-09-309$772.85M-$79.44M(-9.3%)
Q2 20242024-06-3011$852.3M-$26.26M(-3.0%)
Q1 20242024-03-3111$878.56M+$37.9M(+4.5%)
Q4 20232023-12-3110$840.65M+$52.37M(+6.6%)
Q3 20232023-09-3010$788.28M+$12.67M(+1.6%)
Q2 20232023-06-3010$775.61M+$90.18M(+13.2%)
Q1 20232023-03-3110$685.43M+$80.68M(+13.3%)
Q4 20222022-12-319$604.75M+$36.96M(+6.5%)
Q3 20222022-09-3010$567.79M-$86.27M(-13.2%)
Q2 20222022-06-309$654.06M-$153.78M(-19.0%)
Q1 20222022-03-3110$807.84M-$79.57M(-9.0%)
Q4 20212021-12-3110$887.41M-$29.54M(-3.2%)
Q3 20212021-09-3010$916.95M-$4.98M(-0.5%)
Q2 20212021-06-3011$921.93M+$115.62M(+14.3%)
Q1 20212021-03-3111$806.31M-$13.55M(-1.7%)
Q4 20202020-12-319$819.86M-$358.8M(-30.4%)
Q3 20202020-09-3010$1.18B+$141.37M(+13.6%)
Q2 20202020-06-309$1.04B+$139.8M(+15.6%)
Q1 20202020-03-3110$897.48M-$264.61M(-22.8%)
Q4 20192019-12-319$1.16B+$118.35M(+11.3%)
Q3 20192019-09-309$1.04B+$54.81M(+5.5%)
Q2 20192019-06-309$988.94M+$123.21M(+14.2%)
Q1 20192019-03-319$865.73M+$48.15M(+5.9%)
Q4 20182018-12-3110$817.58M-$144.44M(-15.0%)
Q3 20182018-09-3010$962.01M+$14.23M(+1.5%)
Q2 20182018-06-3010$947.79M+$57.67M(+6.5%)
Q1 20182018-03-319$890.11M+$7.02M(+0.8%)
Q4 20172017-12-318$883.09M+$58.44M(+7.1%)
Q3 20172017-09-308$824.66M+$62.48M(+8.2%)
Q2 20172017-06-309$762.17M+$9.92M(+1.3%)
Q1 20172017-03-319$752.26M+$77.96M(+11.6%)
Q4 20162016-12-319$674.3M-$27.6M(-3.9%)
Q3 20162016-09-309$701.9M+$80.36M(+12.9%)
Q2 20162016-06-3010$621.54M+$7.48M(+1.2%)
Q1 20162016-03-318$614.06M+$77.95M(+14.5%)
Q4 20152015-12-317$536.11M+$63.48M(+13.4%)
Q3 20152015-09-307$472.64M+$81.1M(+20.7%)
Q2 20152015-06-307$391.54M+$39.74M(+11.3%)
Q1 20152015-03-316$351.8M+$70.58M(+25.1%)
Q4 20142014-12-316$281.22M+$65.55M(+30.4%)
Q3 20142014-09-305$215.67M+$13.59M(+6.7%)
Q2 20142014-06-305$202.08M-$12.77M(-5.9%)
Q1 20142014-03-317$214.86M-$85.25M(-28.4%)
Q4 20132013-12-3110$300.11M-$27.9M(-8.5%)
Q3 20132013-09-309$328.01M-$28.84M(-8.1%)
Q2 20132013-06-308$356.85M+$10.02M(+2.9%)
Q1 20132013-03-318$346.82M-$7.42M(-2.1%)
Q4 20122012-12-319$354.24M+$16.45M(+4.9%)
Q3 20122012-09-309$337.8M-$13.9M(-4.0%)
Q2 20122012-06-3010$351.69M+$351.66M(+1092376.4%)
Q1 20122012-03-311$32.19K-$193.65M(-100.0%)
Q4 20112011-12-319$193.68M+$193.66M(+1036004.4%)
Q3 20112011-09-301$18.69K-$1.8K(-8.8%)
Q2 20112011-06-301$20.5K+$10.15K(+98.0%)
Q1 20112011-03-311$10.35K-$11.58K(-52.8%)
Q4 20102010-12-311$21.93K-$262.19M(-100.0%)
Q3 20102010-09-3012$262.21M+$14.83M(+6.0%)
Q2 20102010-06-3013$247.39M+$50.9M(+25.9%)
Q1 20102010-03-3112$196.49M+$36.32M(+22.7%)
Q4 20092009-12-318$160.17M-